Accounting Segments

Break out your expenses by product, geography, and other features.

SaaSGrid allows you to build segments and filter costs and cash from your accounting integrations. With Accounting Segments, you can calculate efficiency metrics using specific expenses.

Making an Accounting Segment

To make an accounting segment, navigate to Workspace Data and select the Accounting Segments tab.

All created Accounting Segments will be listed here, with Costs, Cash, and Create Dates detailed. Accounting Segments can be edited and deleted in this view.

To make a new segment, click on Create Accounting Segment +.

Step 1: Costs

Mark the checkboxes for all cost items that will be included for the segment. Click on Next when finished.

Step 2: Cash

Similar to the Costs section, mark the checkboxes for all cash items that will be included for the segment. Click on Next when finished.

Step 3: Accounting Segment Name

Create a name for the Segment. Click on Create Accounting Segment when finished. The segment will now be saved and modifiable.

Using an Accounting Segment

After adding an expense metric to a report (e.g. S&M Expenses), SaaSGrid will ask you to select the Accounting Segment at the top of the report. By default, expense metrics will include all expenses. To modify, click on All Expenses after adding an expenses metric. This option will be available for metrics that show expenses or use expenses in a calculation.

In charts, hover over an expense metric and click on the filter icon to select the segments. Click on the three dots and click Edit Settings and navigate to Accounting Segments to select, create, or modify Accounting Segments.